Nonprofits · Free
CompleteCare Nonprofit Agents
Development Director, Grants Manager, Nonprofit Comms, Program Manager, and ED Support, in the Copilot Chat you already have.
Get the free agents →Customer zero
A roster of agents researches, drafts, checks, and reports across our sales, marketing, and operations on a Microsoft-native architecture: Copilot Studio agents, Power Platform workflow, and Dynamics 365 as the system of record. A person approves everything that leaves the building, and nonprofits can license the same tools at nonprofit prices.
Three minutes. No email needed.
A paid engagement, from $7,500.
The roster
This is how a small firm covers the work of a much larger one. Every agent below runs in draft-only mode against our own business.
| Agent | Group | What it does | The rule |
|---|---|---|---|
| Signal Scout | Find | Finds and verifies buying triggers from public sources: grant awards, RFPs, leadership changes, and program announcements. | Never contacts anyone. |
| Revenue Radar | Find | Turns verified signals into one daily packet for a seller: who, why now, and the evidence. | Recommends only. A person starts every follow-up. |
| Outreach drafter | Win | Researches the organization and drafts a first note and replies in our voice. | Drafts only. An independent check passes first, then a person sends. |
| Deal strategist | Win | Maps the buying committee and drafts proposals, statements of work, and RFP responses. | Nothing is submitted or priced without a person. |
| Inbound coordinator | Win | Triages form fills and booking requests and drafts the reply and the handoff. | No sends or invites without a person. |
| Marketing engine | Grow | Turns real conversations and questions into drafted articles, posts, and case studies. | Never publishes. A person edits everything. |
| Search growth | Grow | Audits the website, finds the questions buyers ask, and proposes page changes. | Proposes changes. A person merges them. |
| Partner and co-sell | Grow | Prepares Microsoft co-sell and partner readiness work. | No partner outreach or registration without a person. |
| RevOps analyst | Run | Audits the CRM, the pipeline, and attribution, and flags drift. | Read-only. Changes are proposals. |
| Account health | Run | Watches renewals and client health and prepares quarterly reviews. | No client contact without a person. |
| Chief of staff | Run | Writes the daily brief, prepares meetings, and tracks follow-ups. | A person approves each action. |
| Claims and evidence checker | Check | Grades every claim in a draft against our approved claims before a person sees it. | A pass is never permission to act. |
The rules
The architecture
Each layer has one job and one owner, and governance runs through all of them. Copilot Studio is where people meet the agents, Dynamics 365 and Dataverse hold the truth, and Power Automate does the work a rule already knows.
Every run records its objective, the evidence, the tools it used, who approved it, and the verified result. What we learn running our own agents goes straight into Agent Launchpad and Managed AgentOps.
Why it matters for nonprofits
An AI-native nonprofit needs the same four pieces we use: a place for people to work with AI, a way to build agents, flows to connect them, and one system of record. Microsoft sells all four, and discounts them for qualifying nonprofits.
Microsoft Copilot Chat comes with Microsoft 365. Business Basic is free for up to 300 users, and Business Premium is up to 75% off.
Start with five free nonprofit agents in Copilot Chat, then build production agents in Copilot Studio. Microsoft Copilot (formerly Microsoft 365 Copilot) carries nonprofit pricing.
Power Automate flows move work between people, agents, and systems, inside your tenant and its controls. Power Platform carries nonprofit pricing.
Dynamics 365 (nonprofit-priced) or Dataverse, or the CRM and grants system you already run. Agents read from it; they do not replace it.
Published nonprofit prices for each of these are in our 2026 nonprofit licensing guide.
Agents for your sector
Every organization keeps its own source of truth: a donor CRM, a grants management system, or an EHR. Each agent starts there.
Nonprofits · Free
Development Director, Grants Manager, Nonprofit Comms, Program Manager, and ED Support, in the Copilot Chat you already have.
Get the free agents →Foundations · From $7,500
A grounded reviewer brief for every application, read from your grants management system. Your staff make every funding decision.
See Grant Review Copilot →Rural hospitals
Scheduling, patient communication, revenue cycle, and supply chain work, checked against HIPAA safeguards before it is turned on.
See the automations →